Microsoft (MSFT) News Today

Microsoft Corporation (MSFT) saw its stock move amid a mix of strong AI-driven growth updates and positive analyst actions, offset by modest estimate cuts and potential returns-to-office headwinds.

• Positive Sentiment: Robust quarterly performance and a $4 trillion valuation reinforce a bullish outlook, driven by AI datacenter growth even as cloud rivals exert margin pressure. Microsoft's Outperformance Doesn't Change Value
• Positive Sentiment: DA Davidson reiterated a Buy rating following OpenAI-related releases, underscoring confidence in MSFT’s AI roadmap. DA Davidson reiterates Buy rating on Microsoft stock amid OpenAI release
• Positive Sentiment: Microsoft and OpenAI launched ChatGPT Enterprise for federal agencies, expanding the addressable market for MSFT’s AI services. OpenAI and Microsoft (MSFT) Offer ChatGPT Enterprise to Federal Agencies
• Positive Sentiment: Analysts highlighted accelerated Azure revenue growth in Q2, citing it as a key driver behind MSFT’s recent surge. Microsoft (MSFT) Surged on Accelerated Azure Revenue Growth
• Positive Sentiment: KeyCorp maintained an Overweight rating and $630 price target, forecasting FY2026 EPS of $15.64, reinforcing institutional optimism. FY2026 Earnings Estimate for Microsoft Issued By KeyCorp
• Positive Sentiment: Jim Cramer lauded MSFT’s $4 trillion market cap milestone and AI-driven strength, bolstering sentiment among retail investors. Jim Cramer Highlights Microsoft’s $4 Trillion Moment and AI-Driven Strength
• Positive Sentiment: Microsoft featured Gieni AI at Build 2025 as a vertical AI reference, demonstrating its leadership in AI interoperability. Microsoft Highlights Gieni AI as Vertical AI Reference at Build 2025
• Positive Sentiment: Wedbush and other firms raised MSFT price targets after a blowout earnings report, signaling broad analyst support for further upside. Microsoft Stock Gains as Analysts Boost Price Targets
• Neutral Sentiment: OpenAI’s $500 billion power play raises questions about MSFT tensions even as collaboration demand soars. OpenAI's $500 Billion Power Play: Is This the Hottest Deal in Tech Right Now?
• Neutral Sentiment: Zacks picked MSFT among top stocks for stellar earnings growth based on historical performance and rising estimate revisions. Apple & 2 More Stocks to Watch for Stellar Earnings Growth
• Neutral Sentiment: Benzinga noted Oracle’s gains as Microsoft and Meta fuel the AI infrastructure boom, highlighting sectorwide tailwinds. Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom
• Negative Sentiment: Shares slipped on potential new return-to-office calls after layoffs, raising concerns over workforce morale. “Dedication, Drive and Hard Work”: Microsoft Stock (NASDAQ:MSFT) Slips on Potential New RTO Calls
• Negative Sentiment: William Blair cut Q1 2026 EPS estimates slightly, signaling modest near-term headwinds. William Blair Has Bearish Forecast for Microsoft Q1 Earnings
• Negative Sentiment: Discussion of stricter return-to-office policy at headquarters may pressure employee sentiment. Microsoft is considering a stricter RTO policy
• Negative Sentiment: Small layoff additions led to a slight slip, underscoring ongoing cost control and restructuring impacts. Microsoft Stock (NASDAQ:MSFT) Slips With Tiny Layoff Addition